Important Notice
1. Please refer to Policy Administration Manual section 3.13 for details. (updated: 24 Apr 2013)
2. All signed document should return to YF Life within 5 working days after sign date and return the completed form to SOD 2 working days before the deadline. (Updated: 9 Jan 2018)
3. During holiday period, the monthly policy charges will keep on charging from remaining account value until it goes to zero, then the plan will be lapsed automatically.
4. Effective date of suspension of payment must match the paid-to-date at the point of approval. (Updated: 11 Feb 2014)
5. If regular premium is settled by autopay, such request should be made 5 working days before the autopay collection date. (Updated: 11 Feb 2014)
Checklist
1. Request for Change of Policy Value Arrangement Form (A15B) ([R2])
Request for Change of Policy Value Arrangement Form (A27B) (For ILAS) ([R14])
Please complete Question 3
1) If any content on the form is being amended/revised, the proposed policy owner is required to counter-sign close to the revised part as confirmation;
2) If there is more than one type of handwriting on the form (such as part of handwritten content and part of computer-printed content), the proposed policy owner is required to sign on the lower right corner of each page of the form as confirmation.
2. Declaration of Individual Tax Residence (POS-G03CRS) Chi Version / Eng version ([D4]) - If applicable and subject to principal
3. CS eform
YF Life